Updating one new form in a template of several forms

Question

Hi all,Happy New Year!  Our company is using Docusign templates for our onboarding of new employees.  It is working out great except when we have to make a change.  The most current example is that there is a new W4 for 2025.  We have 6 templates that we need to update.  When we do this we have to go through each field in each template because for some reason they change.  We are replacing the W4 in a packet of pdfs and uploading and replacing our packet with the new packet in the template.  Is there a better way to do this?

dea.allgood · Accepted Answer

The best way to copy the original template, then edit the document. To do this, go to the three dots next to the document and choose “Replace”. Then when you go into the “Tagging” screen, you can make any location changes needed for the fields. If a group of fields needs to move, you can “lasso” them and move them en masse. Generally when I do this type of change, it takes less than 5 minutes to make the changes. I hope that helps!

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